Entry-Level Financial Service Professional
New York Life
Description We are looking for a highly self-motivated, self-disciplined job seeker looking for an opportunity to build a great career as a life insurance agent while helping clients achieve their financial goals. Utilizing our expansive product lines, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. Responsibilities • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Work with each client to collect personal financial information, including status, cash flow, and expectations for documentation in our CRM
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
• Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Qualifications • The ability to successfully network to prospect for new potential clients is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required
• Strong relationship management skills and/or experience required
• Work with each client to collect personal financial information, including status, cash flow, and expectations for documentation in our CRM
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
• Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and services we offer Qualifications • The ability to successfully network to prospect for new potential clients is a must
• Uncompromising integrity and the ability to effectively communicate complex programs and ideas are required
• Strong relationship management skills and/or experience required
Vacancy posted 4 days ago
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